Account Executive (Small Business)

WEX Health is seeking an Account Executive focused on the small business market, responsible for managing post-sale client relationships and ensuring customer success. The role involves driving account growth, minimizing attrition, and engaging with clients to deliver value through WEX's solutions.

Responsibilities:

• Identify Growth Levers: Actively analyze the "unassigned" account pool to identify high-potential clients for growth
• Drive Revenue: Execute outbound strategies to capture upsell and cross-sell opportunities, moving clients into more robust WEX solution sets
• Strategic Outreach: Transition accounts from reactive service to proactive growth through targeted digital and direct engagement
• Protect the Base: Take extreme ownership of account retention by identifying churn risks early and implementing "save" strategies
• Drive high Net Promoter Scores by ensuring clients realize the full value of their existing WEX suite
• Manage the end-to-end renewal process for the portfolio, ensuring zero lapse in service and consistent value realization
• Serve as the primary driver for Growth200 initiatives, ensuring eligible accounts are nurtured and graduated to higher service tiers
• Use account health data and usage patterns to provide clients with insights that lead to increased product stickiness
• Utilize digital engagement tools and webinars to educate a large volume of customers on product enhancements and legislative updates
• Guide clients through self-service tools and advanced features (HSA, FSA, COBRA) to reduce administrative friction and increase ROI
• Partner with Sales, Product, and Marketing to provide feedback on why "unassigned" accounts grow or churn, influencing future segment strategy
• Act as the single point of accountability for resolving high-priority issues within the unassigned portfolio
• Guide clients through best practices and advanced product features to maximize value
• Develop enablement plans that support customer-specific business outcomes
• Drive consistent product utilization to ensure adoption and prevent churn
• Act as the single point of accountability for issue resolution and client satisfaction
• Coordinate with internal teams (Sales, Product, Engineering, Support, etc.) to resolve concerns quickly and completely
• Prevent reactive service by identifying friction points early and proactively addressing them
• Proactively share relevant product updates, enhancements, and news
• Gather and communicate customer feedback to internal stakeholders to influence product direction and service improvements
• Represent the voice of the customer within WEX
• Maintain accurate records of client status, activity, and opportunities
• Monitor and report on success metrics such as satisfaction, renewal rate, and revenue expansion
• Continuously contribute to the evolution of customer success strategies, playbooks, and best practices

Requirements:

• Minimum 3-5 years of Customer Success, Account Executive experience or a background in Marketing in the small market space
• Bachelor's degree or equivalent relevant experience
• Ability to manage 1 to many engagements with clients
• Familiarity with running marketing email campaigns, and market segmentation
• Proven experience developing and hosting webinars
• Strong understanding of Savings & Spending and COBRA regulatory requirements
• Proven track record of managing client relationships and driving account growth
• Experience with renewals, expansions, and achieving retention and revenue targets
• Excellent communication, presentation, and relationship-building skills
• High accountability mindset—you take ownership, deliver results, and build trust
• Ability to work cross-functionally and manage multiple priorities independently
• Proficiency in CRM and client engagement platforms (e.g., Salesforce)
• Advanced knowledge of HSA, HRA, FSA, Commuter, COBRA, Retiree Billing, and FMLA Billing